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Marion Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Marion Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Hold
2,600
– – 0.04% 152
2026
Q1 		$210K Hold
2,600
– – 0.05% 140
2025
Q4 		$204K Hold
2,600
– – 0.05% 142
2025
Q3 		$217K Hold
2,600
– – 0.05% 125
2025
Q2 		$219K Hold
2,600
– – 0.05% 126
2025
Q1 		$214K Hold
2,600
– – 0.06% 122
2024
Q4 		$220K Sell
2,600
-100
-4% -$8.85K 0.06% 123
2024
Q3 		$241K Buy
+2,700
New +$215K 0.06% 117

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marion Wealth Management's PEG Position: Q2 2026 in Review

Marion Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 2,600 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #152.

Marion Wealth Management first reported a position in PEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q3 2024. 189 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Marion Wealth Management held 2,600 shares of Public Service Enterprise Group worth $211K as of Q2 2026.
  • Marion Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.04% of Marion Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Marion Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 8 quarters since.
  • Marion Wealth Management's Public Service Enterprise Group position peaked at $241K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.